Discover how Copilot and Microsoft Outlook can help you draft and summarize emails more efficiently. Boost your productivity with these powerful Copilot integrations
This training class will introduce you to the powerful integration of Copilot and Microsoft Outlook. Copilot is an AI-powered digital assistant that provides personalized assistance to users for a range of tasks and activities. It combines the power of large language models with your data in the Microsoft Graph and the Microsoft 365 apps to turn your words into the most powerful productivity tool on the planet.
In this class, you will learn how Copilot can work alongside you in Microsoft Outlook to help you manage your emails, calendar, and tasks more efficiently. You will discover how Copilot can provide suggestions, help you stay organized, and make it easier for you to communicate with your team.
By the end of this training class, you will have a solid understanding of how Copilot and Microsoft Outlook can work together to enhance your productivity. You will be equipped with the knowledge and skills to effectively use these tools to achieve your goals.
Course Outline ( Free Preview)
Module 00 - Introduction
Amelia introduces Copilot in Microsoft Outlook and explains how it can support everyday email productivity. You’ll get a clear overview of the course, including drafting, rewriting, summarization, inbox triage, action items, and prompting best practices. This module sets expectations for using Copilot as a helpful email assistant while still reviewing and refining its output.
Module 01 - Experience and Capabilities
Explore the Copilot experience inside Outlook and the main capabilities available to users. Amelia explains where Copilot appears, what types of email tasks it can support, and how it fits into common communication workflows. You’ll learn how Copilot can help with drafting, reviewing, summarizing, and managing messages more efficiently.
Module 02 - Drafting, Rewriting, and Coaching10 min.
Learn how Copilot can help create new emails, rewrite existing messages, and coach you toward clearer communication. Amelia shows how Copilot can adjust tone, improve clarity, and help shape a message for the right audience. This module helps learners use Copilot to write more effective emails without losing control of the final wording.
Module 03 - Summarization and Action Items7 min.
Use Copilot to summarize long email threads and identify important action items. Amelia explains how summaries can help users catch up faster, understand key decisions, and determine what needs to happen next. This module focuses on turning busy email conversations into clearer, more actionable information.
Module 04 - Inbox Prioritization and Triage4 min.
Learn how Copilot can support inbox prioritization and triage when email volume gets overwhelming. Amelia explains how Copilot can help surface important messages, organize attention, and reduce time spent sorting through less urgent communication. This module helps learners use Copilot to make inbox management more focused and efficient.
Module 05 - Getting Copilot to Write Like You9 min.
Explore how to guide Copilot toward a writing style that better matches your own. Amelia explains how context, examples, tone direction, and specific prompting can help Copilot produce messages that feel more natural and appropriate. This module helps learners make Copilot’s drafts sound less generic and more aligned with their communication habits.
Module 06 - Copilot Chat Pane6 min.
Learn how the Copilot Chat pane can support email-related questions and tasks in Outlook. Amelia shows how users can ask for help with message context, follow-ups, summaries, and communication planning. This module helps learners use chat as an interactive workspace for managing email more thoughtfully.
Module 07 - Prompting Best Practices3 min.
Get better Outlook results by learning how to prompt Copilot clearly and intentionally. Amelia covers practical prompting habits, including giving context, defining the audience, specifying tone, and asking for the right format. You’ll also learn how to avoid vague requests and review Copilot’s output before sending or acting on it.
Module 08 - Class Wrap Up2 min.
Congratulations on completing Copilot in Microsoft Outlook. You’ve explored drafting, rewriting, coaching, summarization, action items, inbox triage, writing style guidance, the Copilot Chat pane, and prompting best practices. Use these skills to manage email more efficiently while continuing to review, personalize, and validate Copilot’s suggestions.
Amelia Roberts holds a Master's Degree in Education and spent more than a decade teaching students in K-12 classrooms before bringing her passion for learning and technology to Pragmatic Works. Her background as an educator gives her a unique ability to break down complex topics, connect with learners of all skill levels, and help people feel confident adopting new technologies.
Today, Amelia specializes in Microsoft Copilot, Copilot Studio, AI adoption, and custom agent development. She works with organizations to help them move beyond the hype of AI and focus on practical ways to increase productivity, improve business processes, and solve real-world challenges. Whether she's leading an executive workshop, building a custom AI solution, or teaching a hands-on training course, Amelia is focused on helping people find meaningful ways to use technology in their everyday work.
In addition to her AI expertise, Amelia has extensive experience with Microsoft Power Platform and Power BI, helping organizations automate processes, connect systems, and turn data into actionable insights. She enjoys partnering with both business and technical teams to identify opportunities for innovation and create solutions that deliver lasting value.
Known for her energetic and engaging teaching style, Amelia believes learning should be practical, interactive, and immediately applicable. Her goal is simple: help people leave every session feeling empowered, inspired, and ready to put what they've learned into action.
Outside of work, Amelia enjoys reading, trying new foods, exploring new places, and spending time with family and friends.
